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You must use Eagle PACE to maintain benchmark assignments for funds. Because performance reports take entity history into account (by default), you must maintain the benchmark assignments on a historical basis. You can perform this task using the Portfolio Data Center, as described in the Benchmark Management User Guide.
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If you are setting up benchmark assignments to backfill a fund's return history in order to report on volatility and SRRI, be aware that some specialized setup guidelines apply. For details, see Calculate the Volatility for Synthetic Risk Reward Indicator (SRRI). |
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You can assign a default value for the Process Across Changes check box that appears when you create an entity benchmark assignment. For details, see the Benchmark Management User Guide.